Deposit on Order Accidentally Made after Invoice

When a payment is taken after an invoice has already been created in 10X ERP, it will not automatically apply to that invoice. This guide walks you through how to convert the payment into an on-account credit and then apply it manually to the invoice. This ensures both the payment and invoice are correctly reconciled, keeping your Accounts Receivable accurate.

• Open the Sales Order that has the payment taken after invoicing, then go to the Payments tab to locate the unused payment.
• Check the Payment and click “Convert to Credit on Account” to move the payment from the order to the customer’s account as a credit.
• Go to Accounting > Accounts Receivable > Invoices and filter by Customer to find the correct invoice and verify the matching credit.
• Select Both the Invoice and Credit, then click “Receive Payment for Selected Invoices.”
• Set the Payment Method to Cash and take a $0 payment.
• Click Confirm to apply the credit to the invoice and close both out in the system.
• Note the Confirmation ID, which appears upon successful payment application, in case a reversal is needed later.